conduyt-mcp 4.35.0 → 4.37.0

package/dist/tools/messaging.js

@@ -86,4 +86,25 @@ export function registerMessagingTools(server, client) {
         const result = await client.get(`/api/v1/reports/sms-delivery?${params}`);
         return formatResult(result);
     });
+    server.tool("conduyt_sms_drip_conversion_report", "Conversion by drip STEP for external-workflow SMS drips: for each text in each SMS-drip automation, how many contacts were texted and how many of them replied, booked an appointment, moved their deal forward (to a non-Lost stage) or won, credited last-touch inside the attribution window (the next text, from any drip, closes the window early). Per-step and per-automation rates. Spans clamp to 90 days. Response `notes` states the one approximation: texts from a since-deleted drip still close windows but are credited to no step.", {
+        from: z.string().optional().describe("ISO start (omit both for the last 90 days; spans clamp to 90d)"),
+        to: z.string().optional().describe("ISO end"),
+        automationId: z.string().uuid().optional().describe("Scope to one automation"),
+        smartListId: z.string().uuid().optional().describe("Scope to contacts in this smart list"),
+        attributionDays: z.number().int().min(1).max(14).optional().describe("Credit an outcome only within this many days of the text (default 3, max 14)"),
+    }, async ({ from, to, automationId, smartListId, attributionDays }) => {
+        const params = new URLSearchParams();
+        if (from)
+            params.set("from", from);
+        if (to)
+            params.set("to", to);
+        if (automationId)
+            params.set("automationId", automationId);
+        if (smartListId)
+            params.set("smartListId", smartListId);
+        if (attributionDays !== undefined)
+            params.set("attributionDays", String(attributionDays));
+        const result = await client.get(`/api/v1/reports/sms-drip-conversion?${params}`);
+        return formatResult(result);
+    });
 }

package/dist/tools/reports.js

@@ -102,4 +102,39 @@ export function registerReportTools(server, client) {
         const result = await client.postText(`/api/v1/reports/custom/${encodeURIComponent(id)}/export?format=${format ?? "csv"}`, {});
         return formatResult(result);
     });
+    // ── Reporting P2 (2026-09-10): scheduled delivery of saved reports ────────────────────────────────────────────────
+    /** the API takes recipients as objects; the tool takes plain addresses (the contract audit reads the body literally, so the shape lives here) */
+    const toRecipients = (emails) => emails.map((email) => ({ email }));
+    const scheduleFields = {
+        name: z.string().min(1).max(120).optional().describe("A label for the schedule (defaults to the report name)"),
+        cadence: z.enum(["daily", "weekly", "monthly"]),
+        hourLocal: z.number().int().min(0).max(23).optional().describe("Hour in the workspace timezone (default 7)"),
+        minuteLocal: z.number().int().min(0).max(59).optional(),
+        weekday: z.number().int().min(0).max(6).optional().describe("weekly: 0 = Sunday … 6 = Saturday"),
+        monthday: z.number().int().min(1).max(28).optional().describe("monthly: 1-28"),
+        timezone: z.string().optional().describe("IANA zone; defaults to the workspace timezone"),
+        formats: z.array(z.enum(["csv", "xlsx", "pdf"])).min(1).describe("The files to build and send"),
+        recipients: z.array(z.string().email()).min(1).max(20).describe("Email addresses inside or outside the workspace"),
+        rangeMode: z.enum(["as_saved", "rolling"]).optional().describe("rolling = only records created in the period since the last run"),
+        enabled: z.boolean().optional(),
+    };
+    server.tool("conduyt_list_report_schedules", "The scheduled deliveries on a saved report (daily / weekly / monthly emails of the report as CSV, XLSX or PDF): cadence, time, formats, recipients, next and last run.", { id: z.string().uuid().describe("Saved report id") }, async ({ id }) => formatResult(await client.get(`/api/v1/reports/custom/${encodeURIComponent(id)}/subscriptions`)));
+    server.tool("conduyt_create_report_schedule", "Schedule a saved report to be emailed on a cadence. The delivery runs with the visibility of whoever creates it. Needs reports export.", { id: z.string().uuid().describe("Saved report id"), ...scheduleFields }, async ({ id, recipients, ...rest }) => formatResult(await client.post(`/api/v1/reports/custom/${encodeURIComponent(id)}/subscriptions`, { ...rest, recipients: toRecipients(recipients) })));
+    server.tool("conduyt_update_report_schedule", "Change a schedule (only the fields you pass), including pausing (enabled: false) or resuming it.", {
+        sid: z.string().uuid().describe("Schedule id (from conduyt_list_report_schedules)"),
+        name: scheduleFields.name,
+        cadence: scheduleFields.cadence.optional(),
+        hourLocal: scheduleFields.hourLocal,
+        minuteLocal: scheduleFields.minuteLocal,
+        weekday: scheduleFields.weekday,
+        monthday: scheduleFields.monthday,
+        timezone: scheduleFields.timezone,
+        formats: scheduleFields.formats.optional(),
+        recipients: scheduleFields.recipients.optional(),
+        rangeMode: scheduleFields.rangeMode,
+        enabled: scheduleFields.enabled,
+    }, async ({ sid, recipients, ...rest }) => formatResult(await client.patch(`/api/v1/reports/subscriptions/${encodeURIComponent(sid)}`, { ...rest, ...(recipients ? { recipients: toRecipients(recipients) } : {}) })));
+    server.tool("conduyt_delete_report_schedule", "Remove a schedule. Past deliveries stay downloadable until they expire (14 days).", { sid: z.string().uuid() }, async ({ sid }) => formatResult(await client.del(`/api/v1/reports/subscriptions/${encodeURIComponent(sid)}`)));
+    server.tool("conduyt_send_report_schedule_now", "Build and email a schedule right now (one manual delivery; the schedule itself is untouched). Rate-limited to 3 per 10 minutes per schedule.", { sid: z.string().uuid() }, async ({ sid }) => formatResult(await client.post(`/api/v1/reports/subscriptions/${encodeURIComponent(sid)}/run`, {})));
+    server.tool("conduyt_report_schedule_deliveries", "The delivery history of a schedule (newest first): status, rows, whether it was emailed, and download URLs for the files.", { sid: z.string().uuid() }, async ({ sid }) => formatResult(await client.get(`/api/v1/reports/subscriptions/${encodeURIComponent(sid)}/deliveries`)));
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.35.0",
+  "version": "4.37.0",
   "description": "MCP server for Conduyt CRM — expose CRM operations as AI-accessible tools",
   "type": "module",
   "main": "dist/index.js",

package/scripts/coverage-matrix.json

@@ -1,11 +1,11 @@
 {
-  "generatedAt": "2026-09-10T13:43:27.157Z",
-  "toolCount": 225,
-  "totalEndpoints": 931,
+  "generatedAt": "2026-09-10T22:17:25.014Z",
+  "toolCount": 232,
+  "totalEndpoints": 940,
   "counts": {
-    "covered": 207,
+    "covered": 214,
     "excluded": 283,
-    "planned": 441,
+    "planned": 443,
     "uncategorized": 0
   },
   "matrix": {
@@ -1537,6 +1537,10 @@
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
     },
+    "GET /api/v1/cron/deliver-report-subscriptions": {
+      "status": "excluded",
+      "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
+    },
     "GET /api/v1/cron/file-storage-cleanup": {
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
@@ -1789,10 +1793,6 @@
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
     },
-    "POST /api/v1/cron/retry-webhooks": {
-      "status": "excluded",
-      "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
-    },
     "GET /api/v1/cron/scheduled-account-exports": {
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
@@ -3203,6 +3203,18 @@
       "status": "planned",
       "reason": "additional report surfaces beyond ai/insights"
     },
+    "GET /api/v1/reports/custom/:id/subscriptions": {
+      "status": "covered",
+      "tools": [
+        "conduyt_list_report_schedules"
+      ]
+    },
+    "POST /api/v1/reports/custom/:id/subscriptions": {
+      "status": "covered",
+      "tools": [
+        "conduyt_create_report_schedule"
+      ]
+    },
     "GET /api/v1/reports/custom/fields": {
       "status": "covered",
       "tools": [
@@ -3215,6 +3227,10 @@
         "conduyt_preview_report"
       ]
     },
+    "GET /api/v1/reports/deliveries/:did/files/:index": {
+      "status": "planned",
+      "reason": "additional report surfaces beyond ai/insights"
+    },
     "GET /api/v1/reports/dialer/agent-hourly": {
       "status": "planned",
       "reason": "additional report surfaces beyond ai/insights"
@@ -3253,10 +3269,44 @@
         "conduyt_sms_delivery_report"
       ]
     },
+    "GET /api/v1/reports/sms-drip-conversion": {
+      "status": "covered",
+      "tools": [
+        "conduyt_sms_drip_conversion_report"
+      ]
+    },
     "GET /api/v1/reports/sms-templates": {
       "status": "planned",
       "reason": "additional report surfaces beyond ai/insights"
     },
+    "GET /api/v1/reports/subscriptions/:sid": {
+      "status": "planned",
+      "reason": "additional report surfaces beyond ai/insights"
+    },
+    "PATCH /api/v1/reports/subscriptions/:sid": {
+      "status": "covered",
+      "tools": [
+        "conduyt_update_report_schedule"
+      ]
+    },
+    "DELETE /api/v1/reports/subscriptions/:sid": {
+      "status": "covered",
+      "tools": [
+        "conduyt_delete_report_schedule"
+      ]
+    },
+    "GET /api/v1/reports/subscriptions/:sid/deliveries": {
+      "status": "covered",
+      "tools": [
+        "conduyt_report_schedule_deliveries"
+      ]
+    },
+    "POST /api/v1/reports/subscriptions/:sid/run": {
+      "status": "covered",
+      "tools": [
+        "conduyt_send_report_schedule_now"
+      ]
+    },
     "GET /api/v1/reports/team": {
       "status": "planned",
       "reason": "additional report surfaces beyond ai/insights"